Exploring James Hardie Industries's Earnings Expectations
Benzinga Insights 9 months ago
Earnings
James Hardie Industries (NYSE:JHX) will release its quarterly earnings report on Tuesday, 2026-02-10. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate James Hardie Industries to report an earnings per share (EPS) of $0.23.
The announcement from James Hardie Industries is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
Earnings History Snapshot
In the previous earnings release, the company beat EPS by $0.01, leading to a 6.83% increase in the share price the following trading session.
Here's a look at James Hardie Industries's past performance and the resulting price change:
| Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| EPS Estimate | 0.25 | 0.32 | 0.37 | 0.36 |
| EPS Actual | 0.26 | 0.29 | 0.36 | 0.36 |
| Price Change % | 7.00 | -34.00 | -3.00 | 3.00 |
Market Performance of James Hardie Industries's Stock
Shares of James Hardie Industries were trading at $23.64 as of February 06. Over the last 52-week period, shares are down 30.51%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.
Analysts' Take on James Hardie Industries
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding James Hardie Industries.
The consensus rating for James Hardie Industries is Outperform, derived from 3 analyst ratings. An average one-year price target of $25.67 implies a potential 8.59% upside.
Comparing Ratings with Peers
The following analysis focuses on the analyst ratings and average 1-year price targets of Eagle Materials, Knife River Holding and Titan America, three prominent industry players, providing insights into their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for Eagle Materials, with an average 1-year price target of $229.0, suggesting a potential 868.7% upside.
- Analysts currently favor an Neutral trajectory for Knife River Holding, with an average 1-year price target of $82.75, suggesting a potential 250.04% upside.
- Analysts currently favor an Buy trajectory for Titan America, with an average 1-year price target of $19.0, suggesting a potential 19.63% downside.
Key Findings: Peer Analysis Summary
The peer analysis summary outlines pivotal metrics for Eagle Materials, Knife River Holding and Titan America, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| James Hardie Industries | Outperform | 34.49% | $421.10M | -1.30% |
| Eagle Materials | Neutral | -0.37% | $160.91M | 6.79% |
| Knife River Holding | Neutral | 8.90% | $284.33M | 9.33% |
| Titan America | Buy | 6.18% | $127.64M | 5.92% |
Key Takeaway:
James Hardie Industries ranks highest in Revenue Growth among its peers. It has the lowest Gross Profit margin. The company has the lowest Return on Equity.
About James Hardie Industries
James Hardie is a manufacturer of fiber cement-based building products, selling primarily to the residential construction industry. North America is the primary geography, generating about 80% of group earnings. Here, it is the largest manufacturer of fiber cement, which is mainly used for exterior siding on houses. Following the Azek acquisition in 2025, it also produces wooden composite decking materials, siding trims, and accessories for outdoor areas including stair and deck railing. Businesses in Australia, New Zealand, and Europe, make up the rest of earnings.
Breaking Down James Hardie Industries's Financial Performance
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Over the 3 months period, James Hardie Industries showcased positive performance, achieving a revenue growth rate of 34.49% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Materials sector.
Net Margin: James Hardie Industries's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -4.32%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): James Hardie Industries's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -1.3%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -0.54%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: James Hardie Industries's debt-to-equity ratio stands notably higher than the industry average, reaching 0.83. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
This article was generated by Benzinga's automated content engine and reviewed by an editor.